TIGEROAK MANAGEMENT, L.L.C.

PrivateCIK: 2052586
Location

NASHVILLE, TN

126
Positions
$317.49M
Total AUM (reported)
2.76M
Total Shares

Allocation by class

TOTAL AUM$317.49M126 positions
COM$155.20M48.9%
US QTLY DIV GRT$26.04M8.2%
STATE STREET SPD$22.01M6.9%
EQUITY PREMIUM$21.71M6.8%
CAP STK CL A$12.15M3.8%
S&P500 EQL WGT$8.69M2.7%
GOLD SHS$8.17M2.6%

Portfolio Concentration

Top 328.9%4–1031.0%11–2519.0%Rest21.1%TOP 1060.0%0%100%
Top 3$91.84M28.9%
4–10$98.50M31.0%
11–25$60.17M19.0%
Rest$66.97M21.1%

Top 3 weight

28.9%

Top 10 weight

60.0%

Voting Authority Distribution

Total shares with voting rights: 2.76M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.76M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole126
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings126
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares237K
TypeSH
Market value$41.33M
13.02%
Sole
0.00
Shared
0.00
None
237K

WISDOMTREE TR

SOLE
US QTLY DIV GRT
Shares296.46K
TypeSH
Market value$26.04M
8.20%
Sole
0.00
Shared
0.00
None
296.46K

APPLE INC

SOLE
COM
Shares96.42K
TypeSH
Market value$24.47M
7.71%
Sole
0.00
Shared
0.00
None
96.42K

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares382.96K
TypeSH
Market value$21.71M
6.84%
Sole
0.00
Shared
0.00
None
382.96K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares124.03K
TypeSH
Market value$18.10M
5.70%
Sole
0.00
Shared
0.00
None
124.03K

MICROSOFT CORP

SOLE
COM
Shares44.84K
TypeSH
Market value$16.60M
5.23%
Sole
0.00
Shared
0.00
None
44.84K

AMAZON COM INC

SOLE
COM
Shares62.81K
TypeSH
Market value$13.08M
4.12%
Sole
0.00
Shared
0.00
None
62.81K

ALPHABET INC

SOLE
CAP STK CL A
Shares42.23K
TypeSH
Market value$12.15M
3.83%
Sole
0.00
Shared
0.00
None
42.23K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares45.30K
TypeSH
Market value$8.69M
2.74%
Sole
0.00
Shared
0.00
None
45.30K

SPDR GOLD TR

SOLE
GOLD SHS
Shares19K
TypeSH
Market value$8.17M
2.57%
Sole
0.00
Shared
0.00
None
19K

JPMORGAN CHASE & CO

SOLE
COM
Shares22.68K
TypeSH
Market value$6.67M
2.10%
Sole
0.00
Shared
0.00
None
22.68K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL IND
Shares113.20K
TypeSH
Market value$6.52M
2.05%
Sole
0.00
Shared
0.00
None
113.20K

INVESCO EXCH TRADED FD TR II

SOLE
SR LN ETF
Shares315.41K
TypeSH
Market value$6.44M
2.03%
Sole
0.00
Shared
0.00
None
315.41K

ALPHABET INC

SOLE
CAP STK CL C
Shares20.39K
TypeSH
Market value$5.85M
1.84%
Sole
0.00
Shared
0.00
None
20.39K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares8.00
TypeSH
Market value$5.75M
1.81%
Sole
0.00
Shared
0.00
None
8.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares28.41K
TypeSH
Market value$3.91M
1.23%
Sole
0.00
Shared
0.00
None
28.41K

ISHARES TR

SOLE
US AER DEF ETF
Shares17.86K
TypeSH
Market value$3.91M
1.23%
Sole
0.00
Shared
0.00
None
17.86K

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares4.47K
TypeSH
Market value$3.78M
1.19%
Sole
0.00
Shared
0.00
None
4.47K

JOHNSON & JOHNSON

SOLE
COM
Shares13.44K
TypeSH
Market value$3.29M
1.04%
Sole
0.00
Shared
0.00
None
13.44K

CME GROUP INC

SOLE
COM
Shares9.85K
TypeSH
Market value$2.91M
0.92%
Sole
0.00
Shared
0.00
None
9.85K

GLOBAL X FDS

SOLE
CYBRSCURTY ETF
Shares98.78K
TypeSH
Market value$2.48M
0.78%
Sole
0.00
Shared
0.00
None
98.78K

LINDE PLC

SOLE
SHS
Shares4.80K
TypeSH
Market value$2.38M
0.75%
Sole
0.00
Shared
0.00
None
4.80K

GOLDMAN SACHS ETF TR

SOLE
ACTIVEBETA US LG
Shares17.95K
TypeSH
Market value$2.25M
0.71%
Sole
0.00
Shared
0.00
None
17.95K

MICRON TECHNOLOGY INC

SOLE
COM
Shares6.07K
TypeSH
Market value$2.05M
0.65%
Sole
0.00
Shared
0.00
None
6.07K

ISHARES TR

SOLE
0-5YR HI YL CP
Shares47.14K
TypeSH
Market value$1.99M
0.63%
Sole
0.00
Shared
0.00
None
47.14K
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